Hey Friend 😊
Summer’s here—and let’s be honest, money isn’t exactly the most exciting thing on our minds. Between beach days, busy schedules, and a dash of financial shame, it’s easy to look away.
But avoiding it doesn’t help. Awareness does.
In our latest Spending Intervention, we dive into how to face your finances without guilt and spend with intention.
Watch the video on Youtube for a full breakdown.
Speaking of awareness, do you know if you have an old 401(k) sitting around? Welp it needs to be rolled over into an IRA so that you can be in control of where it’s invested. Lucky for you Capitalize can help you find and rollover old 401(k)’s for FREE!!
Capitalize is a fast, free way to rollover your old 401k into an IRA of your choosing, without all the hassle. Now that’s an easy summer win. 💯 **
How to Have a Guilt-Free Summer (Our Top Spending Tips)
1. Write It Down
Track every dollar you spend for 30 days—paper, app, spreadsheet, whatever works. It might feel uncomfortable at first, but it’s the fastest way to see what’s really going on.
2. Set Your Money Goals
Once you see the big picture, adjust your spending to match what matters to you. Maybe that means:
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Upping your takeout budget guilt-free
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Cutting back on impulse buys
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Auto-saving $25/month for that dream trip
3. Check In Weekly
Money check-ins = more success. Make it a date—solo or with a partner—and keep it light:
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Brunch and budgeting
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A money walk-and-talk
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Turning saving into a fun challenge
Small shifts, big impact.
Get More!
Byeee,
Kim
**Means this is a sponsored or affiliate section. We may earn a small fee or commission when you choose to try one of our sponsor or affiliate partners. But opinions are still 1000% our own.
